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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,744 | $81,504+75.1% | $102,437+39.3% | $80,959+76.3% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 19.17% | 25.60%-6.4pp | 24.95%-5.8pp | 35.67%-16.5pp |
| Employer contribution / active EE | $11,823 | $3,104+281.0% | $3,871+205.5% | $2,757+328.8% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $2,538 | $6,719-62.2% | $8,388-69.7% | $6,925-63.4% |